Search Services
http://cdn.haleymarketing.com/templates/61960/logos/searchsvc-hml.png
http://www.searchsvc.com
http://www.searchsvc.com
true
SUMMARY:
High net-worth family office in central Houston seeks a Family Office Accountant and Executive Assistant to manage financial and personal matters for prominent Executive and his family, and to work for the COO of the organization. This role has a hybrid work schedule and will allow for some flexibility in work schedule.
DESCRIPTION:
This company and client is a well-respected, highly successful company in the development and real estate arena in Houston and this role works for the family office and the executive office. This is a unique role that combines light accounting for the family and heavy administrative duties to support the company. The role reports to executives in the company as well as to the patriarch of the family office.
This role will work closely with the Executive on both personal and professional matters and will be the point person for this Executive in financial and family office matters. This will include working closely on the family’s financials including accounting, tax coordination, trusts, brokerage accounts, and more. This role will interact with foundations, charitable organizations, and with the Executive’s advisors. Confidentiality is absolutely required, as well as professionalism, polish, and attention to detail.
This role has broad responsibility for accounting, Coordination, project management and Executive Administrative duties as well as special projects that arise from time to time.
RESPONSIBILITIES:
Specific duties include but are not limited to:
REQUIREMENTS:
EA and Accountant
Houston, TX 77027 US
2023-01-20
2023-04-26
Employment Type:
Direct
Category: General Accounting
Job Number: 17844
Work Model: Hybrid
Internal Reference: #LI-HG1
Job Description
SUMMARY:
High net-worth family office in central Houston seeks a Family Office Accountant and Executive Assistant to manage financial and personal matters for prominent Executive and his family, and to work for the COO of the organization. This role has a hybrid work schedule and will allow for some flexibility in work schedule.
DESCRIPTION:
This company and client is a well-respected, highly successful company in the development and real estate arena in Houston and this role works for the family office and the executive office. This is a unique role that combines light accounting for the family and heavy administrative duties to support the company. The role reports to executives in the company as well as to the patriarch of the family office.
This role will work closely with the Executive on both personal and professional matters and will be the point person for this Executive in financial and family office matters. This will include working closely on the family’s financials including accounting, tax coordination, trusts, brokerage accounts, and more. This role will interact with foundations, charitable organizations, and with the Executive’s advisors. Confidentiality is absolutely required, as well as professionalism, polish, and attention to detail.
This role has broad responsibility for accounting, Coordination, project management and Executive Administrative duties as well as special projects that arise from time to time.
RESPONSIBILITIES:
Specific duties include but are not limited to:
- Responsible for cash management and wire transfers
- Take incoming calls and facilitate management of the company Executive’s calendar and e-mail. This role is a gatekeeper and assists with coordination in the Executive’s office.
- Payment of bills.
- This role also works closely with attorneys, brokers, bankers, and other service providers.
- Communication with internal teams for projects and development meetings
- Responsible for payroll for household and family employees.
- Works closely with the Executive’s outside accounting firm.
- Responsible for accounting for the family office in QuickBooks as well as collecting and organizing accounting and tax information for the outside CPA firm.
- Special Projects as assigned
REQUIREMENTS:
- 4-year degree from a known & accredited university strongly preferred
- 10-20+ years’ experience at a CPA firm, law firm, or family office desired.
- Strong Excel, Quickbooks exposure and Word skills required although there is not extensive daily work required using these software packages
- General accounting skills required
- Ability to be very responsive with a calm, professional demeanor.
- Proven history of working effectively with extremely high-level professionals, but also able to relate to and interact with lower-level employees equally well.
- Ability to multi-task with high attention to detail required.
- Ability to maintain discretion in all matters.
- Strong time management skills desired and ability to think on one’s feet required.